Plan Ledger DOL Form 5500 · updated monthly

Armstrong & Eshleman P.A.401(k)

CHARLOTTE DENTISTRY 401K PLAN · CHARLOTTE, NC · plan year 2022

Reported admin expense ratio · 2022
0.31%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Armstrong & Eshleman P.A. reported $16,476 in plan administrative expenses for 2022: 0.31% of average plan assets, below the peer median. Employer contributions averaged $0 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in North Carolina (1,481st of 2,005), and 8,020th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$4,802,789
Participants with balances89
Active participants101
Employer contributions$0
Employee contributions$261,557
Employer contribution per active participant$0
Average account balance$53,964
Benefits paid to participants$296,111
Plan auditUnmodified (clean) audit opinion
The Armstrong & Eshleman P.A. 401(k) match · 2022
Employer contribution per active participant$0
Median for plans this size$1,114

Armstrong & Eshleman P.A.'s 2022 employer contribution ran below the $1,114 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$16,476 · 0.31%
Same employer
Similar plansHealth Care & Social Assistance · North Carolina
Cannon Health LLC NC$5.0M · 0.89%
Miracles in Sight NC$4.8M · 0.02%
Braden Health, Inc. NC$4.2M · 2.43%

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Source: U.S. Department of Labor, Form 5500 series, EIN 562006569 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.